Plan Snapshot
- Plan Sponsor: Jordan Ford, Ltd
- Sponsor EIN: 741042175
- Sponsor Address: 13010 IH 35 NORTH, SAN ANTONIO, TX, 78233
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 178 | $9.5M | $12,327 | $408,649 |
| 2023 | 187 | $8.5M | $12,885 | $379,396 |
| 2022 | 173 | $7.3M | $17,630 | $429,754 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | SERVICE PROVIDER | — | $31,776 | $31,776 |
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,776
- Estimated Expense Ratio: 0.336% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $65,743 | $2,647 | $62,296 | — | — |
| 2023 | $60,724 | — | $60,724 | — | — |
| 2022 | $66,449 | — | — | — | — |